Why BK Assistant

Benefits

How BK Questionnaire modernizes intake, documents, and client communication for bankruptcy practices.

BK Questionnaire modernizes the way bankruptcy practices handle client intake, document collection, and communication. Instead of relying on paper forms, scattered emails, and repeated follow-ups, firms can guide clients through a structured digital process that is faster, clearer, and easier to manage. Savings the law firm and clients a lot of repeated time and efforts going over the same items over and over.

With BK Questionnaire, clients can complete the questionnaires from anywhere, on just about any device, on their own time, using a guided experience designed to reduce confusion and improve accuracy. The almost fully customizable, platform helps firms collect the right information the first time, minimizing missing details and cutting down on staff having to babysit clients.

Document collection is also streamlined. Clients can securely upload required documents directly through the free custom apps or our website, giving firms a centralized way to track what has been received and what is still outstanding. This helps reduce delays, keeps cases moving forward, reduces repeat follow up and gives both staff and clients better visibility into progress.

Communication is more organized and consistent as well. Rather than relying on disconnected emails, phone calls, and reminders, firms can keep clients engaged through one system that supports timely updates, clear next steps, and a smoother overall experience. BK Questionnaire has automatic client notes and text messaging with clients standard. All of this saves in the system automatically.

The result is a more modern bankruptcy workflow that helps practices save time, improve client responsiveness, reduce administrative burden, and deliver a more professional client journey from intake through case preparation.

Here are some of our key features as to how BK Questionnaire reduces staff time and efforts as well as clients:

Key Features

  • Automated Document Conversion: Our software converts all document uploads into PDFs.
  • Interactive Questionnaire: Our interactive questionnaires customize each client’s questionnaire to fit their unique situation.
  • Free Initial Online Intake: Our free online initial intake form speeds up client onboarding, fully integrates into our questionnaire, and can be added to your website or shared via text and email.
  • Extensive Common Creditor Database: Clients have access to our built-in list of 6,000+ common creditors with auto-complete address features.
  • Automated Document Management: Our system uploads, indexes, and names client documents directly in their portal.
  • Built-In Document Management & Follow-Up: Intelligent tracking keeps cases moving with itemized requests, centralized notes, uploads, and updates.
  • Built-In Common Creditor Lists: Standard creditor lists with auto-address complete, aligned with preparation systems.
  • Step-by-Step Tutorial Videos: Guided videos for nearly every task to improve completion and accuracy.
  • Text Messaging - Standard: Fast follow-up and document/task requests via built-in text messaging.
  • Automated Bank Statement Uploads: Supports up to the last 6 months of bank statements.
  • Automated Pay Stub Uploads: Supports the entire CMI period.

We’d love to show you how BK Questionnaire can simplify your bankruptcy filings. LET'S TALK!